See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,324 | $133,922-89.3% | $116,228-87.7% | $142,382-89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.85% | 147.76%-125.9pp | 90.06%-68.2pp | 217.08%-195.2pp |
| Employer contribution / active EE | $5,355 | $3,446+55.4% | $2,994+78.8% | $4,299+24.6% |
| Participant deferral / active EE | $6,693 | $5,672+18.0% | $4,953+35.1% | $6,507+2.9% |
| Admin fee / account holder | $65 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |